- Provide investment advisory services to clients on equity, mutual funds, and third-party products.
- Acquire new High Net Worth Individuals (HNIs) through cross-selling and upselling of stock broking services.
- Manage existing client relationships by offering personalized portfolio management solutions and providing regular updates on market trends.
- Identify opportunities for cross-selling other financial products such as insurance, fixed deposits, etc.
Job Requirements :
- 2-10 years of experience in equity advisory or related field like equity sales, equity broking, HNI acquisition, investment advisory etc.
- Strong knowledge of NISM certification requirements for mutual funds sales and third-party product distribution.
- Excellent communication skills with ability to build robust relationships with high net worth individuals.
📌 Equity Advisor (Ahmedabad)
🏢 Credicus Business Services
📍 Ahmedabad
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